Delos Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$146 | – | 408 |
|
|
2022
Q4 | $146 | Hold |
1
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $0 | Sell |
1
-46
| -98% | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $9K | Buy |
47
+46
| +4,600% | +$8.81K | 0.01% | 227 |
|
|
2021
Q3 | $0 | Sell |
1
-116
| -99% | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $20K | Buy |
+117
| New | +$20K | 0.03% | 71 |
|